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Salesforce

2,599 hedge funds and large institutions have $201B invested in Salesforce in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,227 increasing their positions, 956 reducing their positions, and 284 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,599
Holders Change
-143
Holders Change %
-5.22%
% of All Funds
37.8%
Holding in Top 10
77
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-42.54%
% of All Funds
1.12%
New
181
Increased
1,227
Reduced
956
Closed
284
Calls
$5.36B
Puts
$5.4B
Net Calls
-$37.9M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
901
Schechter Investment Advisors
Michigan
$4.01M -$278K -1,081 -6%
GM
902
GeoWealth Management
Illinois
$4M +$600K +2,333 +18%
CI
903
Cavalier Investments
Georgia
$3.95M +$112K +434 +3%
PWP
904
Private Wealth Partners
California
$3.94M -$116K -452 -3%
PIM
905
Progressive Investment Management
Oregon
$3.93M -$2.06M -8,029 -34%
RRAM
906
River Road Asset Management
Kentucky
$3.92M +$3.92M +15,246 New
SPG
907
Strategic Planning Group
Utah
$3.91M +$1.45M +5,642 +59%
HZ
908
Hixon Zuercher
Ohio
$3.91M +$299K +1,164 +8%
BDL
909
Bey-Douglas LLC
Georgia
$3.9M +$893K +3,530 +30%
BP
910
Ballentine Partners
Massachusetts
$3.9M -$303K -1,178 -7%
CP
911
Cumberland Partners
Ontario, Canada
$3.88M +$1.03M +4,000 +36%
M
912
Mirova
France
$3.88M
NIM
913
Nicollet Investment Management
Minnesota
$3.87M +$3.87M +15,042 New
AFA
914
Arlington Financial Advisors
California
$3.86M -$23.7K -92 -0.6%
IRAG
915
Investment Research & Advisory Group
Georgia
$3.82M +$7.71K +30 +0.2%
TCOT
916
Trust Company of Toledo
Ohio
$3.81M +$133K +516 +4%
KWA
917
Kingswood Wealth Advisors
California
$3.8M +$156K +608 +4%
JGUA
918
John G. Ullman & Associates
New York
$3.78M +$3.78M +14,700 New
AI
919
Aperture Investors
New York
$3.76M
NB
920
NBT Bank
New York
$3.75M +$122K +473 +3%
LCM
921
Landscape Capital Management
New Jersey
$3.73M +$1.88M +7,312 +102%
BHA
922
Beech Hill Advisors
New York
$3.7M +$485K +1,885 +15%
CAM
923
Cozad Asset Management
Illinois
$3.69M +$98.5K +383 +3%
TW
924
TritonPoint Wealth
Maryland
$3.68M +$3.29M +12,778 +840%
MPPLM
925
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.65M +$204K +794 +6%